| 证券代码：300041 | 证券简称：回天新材 | 公告编号：2025-50 | | --- | --- | --- | | 债券代码：123165 | 债券简称：回天转债 | | 湖北回天新材料股份有限公司 关于办理操纵证券、期货市场刑事案件适用法律若干问题的解释》第四条第一款 第（一）项、第（六）项之规定，判决如下： 撤销安徽省合肥市中级人民法院（2022）皖01刑初33号刑事判决书的第一 项（对章锋的定罪量刑）、第二项，维持其他项； 上诉人章锋犯操纵证券市场罪，判处有期徒刑七年九个月，并处罚金人民 币一亿五千万元。 本判决为终审判决。 关于公司控股股东之一致行动人涉及案件二审判决结果的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 湖北回天新材料股份有限公司（以下简称"公司"）于近日收到公司控股股 东之一致行动人章锋先生送达的安徽省高级人民法院出具的《刑事判决书》，现 将有关情况公告如下： 一、 案件基本情况 公司于2023年3月17日披露了《关于公司控股股东之一致行动人被采取强制 措施的提示性公告》（公告编号：2023-14），公司控股股东之 ...

Group 1 - The event "Enhancing Quality and Efficiency to Strengthen Confidence, Seeking Stability to Promote Development" was successfully held in Hubei, focusing on the 2025 investor reception day and the 2024 annual performance briefing [1] Group 2 - During the investor interaction, the company Ru Tian New Materials (300041) discussed its performance and competitive advantages in the photovoltaic adhesive market, stating that despite the intense competition in the photovoltaic industry, it continues to maintain a growth trend in production and sales [3] - The company collaborates with leading industry players to develop products that meet customer needs, continuously optimizing product structure and advancing research and development [3] - The company is focusing on core sectors such as automotive, electronics, photovoltaic, and packaging, with plans to launch new products in consumer electronics, automotive electronics, and lithium batteries, while expanding cooperation with top clients [3]

（文章来源：每日经济新闻） 每经AI快讯，8月12日，固态电池概念股探底回升，江特电机午后涨停，利元亨涨超10%，骄成超声、 回天新材、天齐锂业、杉杉股份等涨幅居前。 ...

Investment Rating - The report does not explicitly provide an investment rating for the structural adhesive industry Core Insights - The structural adhesive market in China is expected to exceed 50 billion yuan by 2025, driven by urbanization and infrastructure expansion, with a compound annual growth rate (CAGR) of 6.8% from 2015 to 2024 [16] - The export sales of structural adhesives from China are projected to surpass 4.5 billion yuan by 2025, with a CAGR of 3.7% from 2022 to 2024 [17] - The industry is characterized by a diverse competitive landscape, with major players like Huitian New Materials, Hangzhou Zhijiang, and Silica Technology holding significant market shares [22][23] Market Size and Growth - The structural adhesive market in China was approximately 26.9 billion yuan in 2015 and is forecasted to reach around 50 billion yuan by 2025, indicating a strong growth trajectory [16] - The market size is expected to be about 48.5 billion yuan in 2024, reflecting the increasing demand for high-performance adhesive materials [16] Export Performance - In 2022, the export sales of structural adhesives from China reached over 4 billion yuan, with expectations to grow to 4.5 billion yuan by 2025 [17] - Key companies driving exports include Huitian New Materials, Silica Technology, and Kangda New Materials, each achieving over 100 million yuan in overseas sales by 2024 [17][24] Competitive Landscape - The market is fragmented, with a CR10 (concentration ratio of the top 10 companies) of approximately 40% in 2024, indicating a competitive environment [23] - Huitian New Materials, Hangzhou Zhijiang, and Silica Technology are the leading companies, with market shares of 9.5%, 6.2%, and 5.4% respectively in 2024 [23][24] Future Development Trends - The industry is expected to evolve towards high performance, green and environmentally friendly products, and systematized services [29][30] - There is a growing emphasis on customized solutions and comprehensive service offerings, moving from mere product sales to integrated solutions that include design, construction, and maintenance [30] - The trend of globalization is anticipated, with Chinese companies expanding into international markets, particularly along the Belt and Road Initiative [31]

回天新材最新一期业绩显示，截至2025一季报，公司营业总收入10.71亿元、同比增长10.49%，归属净 利润8153.56万元，同比增长2.73%，扣非净利润6730.32万元，同比增长14.43%，流动比率1.720、速动 比率1.525、资产负债率54.66%。 金融界消息 截至2025年8月5日收盘，回天新材（300041）报收于10.25元，上涨0.2%，换手率2.71%， 成交量14.77万手，成交金额1.51亿元。 资金流向方面，今日主力资金净流出2656.22万元，占比成交额17.57%。其中，超大单净流出579.63万 元、占成交额3.83%，大单净流出2076.59万元、占成交额13.73%，中单净流出流入908.46万元、占成交 额6.01%，小单净流入1747.76万元、占成交额11.56%。 通过天眼查大数据分析，湖北回天新材料股份有限公司共对外投资了16家企业，参与招投标项目133 次，知识产权方面有商标信息173条，专利信息228条，此外企业还拥有行政许可51个。 来源：金融界 天眼查商业履历信息显示，湖北回天新材料股份有限公司，成立于1998年，位于襄阳市，是一家以从事 化学原 ...

| 证券代码：300041 | 证券简称：回天新材 公告编号：2025-49 | | --- | --- | | 债券代码：123165 | 债券简称：回天转债 | 湖北回天新材料股份有限公司 关于控股股东、实际控制人与其一致行动人续签表决权委托协 议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 湖北回天新材料股份有限公司（以下简称"公司"或"回天新材"）控股股东、实 际控制人章力先生分别与一致行动人史襄桥、王争业、赵勇刚续签了《表决权委托 协议》，协议签署后，章力先生所持公司表决权不发生变化，公司控股股东、实际 控制人不发生变化。 一、表决权委托的基本情况 2021 年 12 月 15 日，公司股东史襄桥、王争业、赵勇刚分别与章力签署《表 决权委托协议》，史襄桥将其所持有的公司 3,064,536 股股份（占当时公司总股本 的 0.71%）对应的全部表决权委托给章力行使；王争业将其所持有的公司 1,416,176 股股份（占当时公司总股本的 0.33%）对应的全部表决权委托给章力行使；赵勇刚 将其所持有的公司 1,669,696 股股份 ...

通过天眼查大数据分析，湖北回天新材料股份有限公司共对外投资了16家企业，参与招投标项目133 次，知识产权方面有商标信息173条，专利信息228条，此外企业还拥有行政许可51个。 来源：金融界 金融界消息 截至2025年7月31日收盘，回天新材（300041）报收于10.04元，下跌1.47%，换手率 4.53%，成交量24.67万手，成交金额2.49亿元。 资金流向方面，今日主力资金净流出5984.79万元，占比成交额24.01%。其中，超大单净流出1586.43万 元、占成交额6.36%，大单净流出4398.36万元、占成交额17.64%，中单净流出流出213.22万元、占成交 额0.86%，小单净流入6198.01万元、占成交额24.86%。 回天新材最新一期业绩显示，截至2025一季报，公司营业总收入10.71亿元、同比增长10.49%，归属净 利润8153.56万元，同比增长2.73%，扣非净利润6730.32万元，同比增长14.43%，流动比率1.720、速动 比率1.525、资产负债率54.66%。 天眼查商业履历信息显示，湖北回天新材料股份有限公司，成立于1998年，位于襄阳市，是一家以从事 ...

| 证券代码：300041 | 证券简称：回天新材 | 公告编号：2025-48 | | --- | --- | --- | | 债券代码：123165 | 债券简称：回天转债 | | 湖北回天新材料股份有限公司 关于控股股东之一致行动人部分股份司法拍卖过户完成 暨权益变动的提示性公告 1、本次权益变动不触及要约收购； 2、本次权益变动未导致公司控股股东、实际控制人发生变化，不涉及公司 控制权变更； 3、本次权益变动不会对公司的经营管理产生影响。 湖北回天新材料股份有限公司（以下简称"回天新材"或"公司"）近日收 到上海璞锐思咨询管理有限公司（以下简称"上海璞锐思公司"）提供的中国证 券登记结算有限责任公司出具的《证券过户登记确认书》，获悉其竞拍成功的公 司控股股东之一致行动人章锋先生被司法拍卖的 13,985,851 股公司无限售流通 股份已完成过户登记手续，现将具体情况公告如下： 一、本次司法拍卖的基本情况 上海市松江区人民法院于 2025 年 7 月 18 日 10 时起至 2025 年 7 月 21 日 10 时（延时除外）在"淘宝网"司法拍卖平台上对公司控股股东之一致行动人章锋 先生所持有的公司 1 ...

Group 1 - The company, Huitian New Materials (300041.SZ), stated on an interactive platform that it currently has no products applied in humanoid robot skin [1]

Group 1 - The recent surge in commodity futures prices has attracted widespread market attention, with polysilicon contracts reaching over 50,000 yuan/ton, marking a more than 70% increase from late June [1] - Coking coal contracts also showed strong performance, closing at over 1,100 yuan/ton, reflecting a rebound of over 50% from early June [1] - Other commodities such as industrial silicon and coke have also seen significant price increases, with industrial silicon surpassing 10,000 yuan/ton, a nearly 50% rise since early June [2] Group 2 - The central government's recent meeting emphasized addressing key challenges, including regulating low-price competition and promoting integrated development of domestic and foreign trade [2] - Analysts attribute the commodity price surge to a combination of economic recovery expectations, supply rigidity, and liquidity premiums, with both the US and China manufacturing PMIs returning to expansion territory [2] - The chemical industry is expected to see a recovery in the second half of 2025, driven by reduced capital expenditure and a resurgence in domestic demand [3] Group 3 - Companies with market capitalizations below 10 billion yuan and institutional ratings include those in the pig farming, coal, glass, and organic silicon sectors [3] - Yaxing Chemical, with a market cap of approximately 2.644 billion yuan, specializes in chlorinated polyethylene and other chemical products [4] - Dongrui Co., a modern agricultural enterprise, operates a full industry chain in pig farming, while Beibo Co. focuses on glass deep processing equipment [4]